General Info

We serve middleAmerican families of modest investment accounts, focusing on retirement savings We seek out likeminded clients with good attitudes on accounts as small as 1000, and yes, we serve a few millionaires Our average household account size is about 300,000, and probably half our client base is educationcareer related The other half are small business owners, friends, and family We carefully interview our prospective clients, and will gladly do the same for referrals that are provided to us